Hansen & Associates Financial Group, Inc. Portfolio Holdings

Hansen & Associates Financial Group, Inc.

  • $189 Billion
  • Q3 2024

Hansen & Associates Financial Group, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $74.9B, First Tr Enhanced Traded Fd Iv with a value of $52.9B, Vanguard Specialized Funds Van with a value of $9.14B, Unitedhealth Group Inc with a value of $9.13B, and Spdr Gold Trust with a value of $8.78B.

Examining the 13F form we can see an increase of $265M in the current position value, from $189B to 189B.

Hansen & Associates Financial Group, Inc. is based out at Sacramento, CA

Below you can find more details about Hansen & Associates Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $149 Billion
Healthcare: $9.13 Billion
Financial Services: $8.43 Billion
Technology: $8 Billion
Industrials: $6.64 Billion
Communication Services: $5.81 Billion
Consumer Cyclical: $2.06 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$522B
$9.13 Billion 4.82% of portfolio
16,022
Q3 2024 New
$579B
$8.43 Billion 4.45% of portfolio
18,265
Q3 2024 New
$141B
$6.64 Billion 3.5% of portfolio
27,487
Q3 2024 New
$3.57T
$6.47 Billion 3.42% of portfolio
27,440
Q3 2024 New
$1.28T
$5.81 Billion 3.07% of portfolio
9,982
Q3 2024 Added 1,328.04%
$767B
$2.06 Billion 1.09% of portfolio
9,446
Q3 2024 New
$457B
$782 Million 0.41% of portfolio
4,460
Q3 2024 New
$68.3B
$500 Million 0.26% of portfolio
2,786
Q3 2024 New
$339B
$243 Million 0.13% of portfolio
1,696
Q3 2024 Added 18.52%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $189 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Hansen & Associates Financial Group, Inc. Portfolio

Follow Hansen & Associates Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hansen & Associates Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hansen & Associates Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email